JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC (EIN 06-1372107)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-16
- IRS object ID
- 202131379349306283
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-16T23:01:48-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061372107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 8605237460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Bloomfield Avenue Suite D | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jacob Schreiber | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 8605237460 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACOB A SCHREIBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BLOOMFIELD AVENUE | AddressLine1Txt |
| Address Line2 | SUITE D | AddressLine2Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,210,614 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | jcfhartford.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | The Jewish Community Foundation promotes philanthropy, manages the Greater Hartford Jewish community's charitable endowment and makes grants to support key community needs and innovations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 67 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,477,058 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,530,364 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,962,302 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,363,039 | CYInvestmentIncomeAmt |
| PY Other Revenue | $172,079 | PYOtherRevenueAmt |
| CY Other Revenue | $170,726 | CYOtherRevenueAmt |
| PY Total Revenue | $6,611,439 | PYTotalRevenueAmt |
| CY Total Revenue | $9,064,129 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,619,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,145,123 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,388,247 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,264,254 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $373,807 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $537,232 | PYOtherExpensesAmt |
| CY Other Expenses | $467,732 | CYOtherExpensesAmt |
| PY Total Expenses | $6,545,079 | PYTotalExpensesAmt |
| CY Total Expenses | $5,877,109 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $66,360 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,187,020 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $124,531,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,674,784 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,168,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,893,036 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $107,363,179 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,781,748 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Jewish Community Foundation of Greater Hartford unlocks the trans-formative power of individuals and collective philanthropy to address problems, strengthen community organizations,and provide permanent support for the Jewish Community of Greater Hartford. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,633,375 | ExpenseAmt |
| Grant | $1,633,375 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Community Building (Expenses: $1,633,375 including grants of $1,633,375) The Foundation awarded grants, mostly in the Greater Hartford area, to support general operations of agencies and programs, meet critical needs for basic human services and support core functions in furtherance of the key strategic objectives designed to strengthen the Jewish community. The largest grantee is the Jewish Federation of Greater Hartford. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $952,166 | ExpenseAmt |
| Grant | $952,166 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Human Services and Health (Expenses: $952,166 including grants of $952,166). Grants in this program area cover a wide array of services. Programs include services for the disabled, food and hunger alleviation, medical research, case management and counseling, therapy, sports and recreation. Grantees include Jewish Family Services of Greater Hartford, the Joyce D. and Andrew J. Mandell Jewish Community Center and the Jewish Association for Community Living. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $735,656 | ExpenseAmt |
| Grant | $735,656 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Education (Expenses: $735,656 including grants of $735,656) The Foundation supports numerous institutions whose focus is on Jewish education. The largest proportion goes to area Jewish day schools for general operating support, scholarships and curriculum enhancement. Other grants include literacy for at-risk youth, supplemental religious school education, college scholarships and general support of secular secondary and college institutions. Grantees include Solomon Schechter Day School, Bess and Paul Sigel Hebrew Academy, Hebrew High School of New England, Jewish Teen Learning Connection, Children's Reading Partners and the Jewish Federation of Greater Hartford's Commission on Jewish Education and Leadership. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,575,541 | ExpenseAmt |
| Grant | $823,926 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Other Programs and Services (Expenses: $1,575,541 including grants of $823,926 ) These include the balance of grants awarded through community grant-making programs, donor advised program and designated giving in program areas that include Arts and Culture, Social Justice, programs in Israel, Seniors, Religious and Spiritual Development and Outreach. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,575,541 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $823,926 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,896,738 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jacob A Schreiber- President & Chief Executive Officer | BusinessNameLine1Txt |
| Business Name Line2 | Jewish Community Foundation of Grtr Hartford | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8605237460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Bloomfield Avenue Suite D | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JACOB A SCHREIBER | ||||||||
| PRESIDENT AND CEO | 45 | 0 | Yes (X) | $207,463 | $0 | $25,144 | ||
| RHONA H MORGAN | ||||||||
| VICE PRESIDENT FINANCE | 43 | 0 | Yes (X) | $155,106 | $0 | $27,031 | ||
| Kathryn L Gonnerman | ||||||||
| Vice President Development | 40 | 0 | $123,709 | $0 | $7,380 | Yes (X) | ||
| Michael Elfenbaum | ||||||||
| Vice President Grants Programs | 36 | 0 | $108,561 | $0 | $4,995 | Yes (X) | ||
| Susan Lotreck | ||||||||
| Vice President Operations | 30 | $101,269 | $0 | $5,322 | Yes (X) | |||
| LEIGH A NEWMAN | ||||||||
| CHAIR | 4 | 2 | $0 | $0 | $0 | Yes (X) | ||
| CYRAL SHELDON | ||||||||
| TRUSTEE | 1 | 1 | $0 | $0 | $0 | Yes (X) | ||
| JULIE R SPIVAK | ||||||||
| TRUSTEE | 1 | 1 | $0 | $0 | $0 | Yes (X) | ||
| GAYLE TEMKIN | ||||||||
| TRUSTEE | 2 | 3 | $0 | $0 | $0 | Yes (X) | ||
| SIDNEY ULREICH | ||||||||
| TRUSTEE | 1 | 1 | $0 | $0 | $0 | Yes (X) | ||
| LEE D POLLOCK | ||||||||
| SECRETARY | 2 | 2 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT K YASS | ||||||||
| TRUSTEE | 2 | 2 | $0 | $0 | $0 | Yes (X) | ||
| RANDALL H WEINSTOCK | ||||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| THEODORE N KAPLAN | ||||||||
| VICE CHAIR | 2 | 1 | $0 | $0 | $0 | Yes (X) | ||
| JESSICA FISH | ||||||||
| TRUSTEE | 1 | 1 | $0 | $0 | $0 | Yes (X) | ||
| GERALD B GOLDBERG | ||||||||
| TRUSTEE | 2 | 1 | $0 | $0 | $0 | Yes (X) | ||
| WALTER L HARRISON | ||||||||
| TRUSTEE | 1 | 1 | $0 | $0 | $0 | Yes (X) | ||
| MERRILL KATE MANDELL | ||||||||
| VICE CHAIR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN PIAKER | ||||||||
| TRUSTEE | 1 | $0 | $0 | $0 | Yes (X) | |||
| DAVID M ROTH | ||||||||
| TRUSTEE | 1 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $696,108 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,872 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $2,530,364 | AllOtherContributionsAmt |
| Noncash Contributions | $538,275 | NoncashContributionsAmt |
| Total Contributions | $2,530,364 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $756,624 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $756,624 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,752,900 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,109,895 | SecuritiesAmt |
| Other | $36,590 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,643,005 | SecuritiesAmt |
| Other | -$36,590 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,606,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,606,415 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees from Agency Accounts | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $166,311 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $166,311 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,415 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $170,726 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,064,129 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,533,765 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,994,423 | TotalAmt |
| Program Services | $3,994,423 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,700 | TotalAmt |
| Program Services | $150,700 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,492 | TotalAmt |
| Program Services | $331,113 | ProgramServicesAmt |
| Management And General | $223,261 | ManagementAndGeneralAmt |
| Fundraising | $135,118 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,033 | TotalAmt |
| Program Services | $118,617 | ProgramServicesAmt |
| Management And General | $114,262 | ManagementAndGeneralAmt |
| Fundraising | $125,154 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,646 | TotalAmt |
| Program Services | $11,089 | ProgramServicesAmt |
| Management And General | $8,266 | ManagementAndGeneralAmt |
| Fundraising | $6,291 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,750 | TotalAmt |
| Program Services | $48,319 | ProgramServicesAmt |
| Management And General | $36,018 | ManagementAndGeneralAmt |
| Fundraising | $27,413 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,333 | TotalAmt |
| Program Services | $34,302 | ProgramServicesAmt |
| Management And General | $25,570 | ManagementAndGeneralAmt |
| Fundraising | $19,461 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,212 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $4,212 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,225 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $32,225 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,920 | TotalAmt |
| Program Services | $120,736 | ProgramServicesAmt |
| Management And General | $30,184 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,206 | TotalAmt |
| Program Services | $4,231 | ProgramServicesAmt |
| Management And General | $19,744 | ManagementAndGeneralAmt |
| Fundraising | $4,231 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,341 | TotalAmt |
| Program Services | $5,553 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $6,788 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,376 | TotalAmt |
| Program Services | $12,269 | ProgramServicesAmt |
| Management And General | $9,146 | ManagementAndGeneralAmt |
| Fundraising | $6,961 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,646 | TotalAmt |
| Program Services | $24,493 | ProgramServicesAmt |
| Management And General | $18,257 | ManagementAndGeneralAmt |
| Fundraising | $13,896 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,551 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $49,551 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430 | TotalAmt |
| Program Services | $129 | ProgramServicesAmt |
| Management And General | $172 | ManagementAndGeneralAmt |
| Fundraising | $129 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,214 | TotalAmt |
| Program Services | $6,485 | ProgramServicesAmt |
| Management And General | $6,485 | ManagementAndGeneralAmt |
| Fundraising | $3,244 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,770 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $12,770 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Profesional Membership Fees | $3,575 | $1,788 | $1,787 | $0 |
| Marketing and Outreach | $70,622 | $31,780 | $14,124 | $24,718 |
| All Other Expenses | $1,644 | $711 | $530 | $403 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,877,109 | TotalAmt |
| Program Services | $4,896,738 | ProgramServicesAmt |
| Management And General | $606,564 | ManagementAndGeneralAmt |
| Fundraising | $373,807 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,224,504 | BOYAmt |
| EOY | $8,747,579 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,782 | BOYAmt |
| EOY | $632,185 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,784 | BOYAmt |
| EOY | $4,888 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,289,823 | BOYAmt |
| EOY | $104,472,794 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,912,862 | BOYAmt |
| EOY | $12,616,298 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,575 | BOYAmt |
| EOY | $201,040 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,531,330 | BOYAmt |
| EOY | $126,674,784 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,658 | BOYAmt |
| EOY | $5,626 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,673 | BOYAmt |
| EOY | $629,448 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,327,298 | BOYAmt |
| EOY | $19,806,772 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,522 | BOYAmt |
| EOY | $451,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,168,151 | BOYAmt |
| EOY | $20,893,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,242,744 | BOYAmt |
| EOY | $105,346,070 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,435 | BOYAmt |
| EOY | $435,678 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,363,179 | BOYAmt |
| EOY | $105,781,748 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,531,330 | BOYAmt |
| EOY | $126,674,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,187,020 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,086,439 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $2,745 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $315,243 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,828,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,848,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,164,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,477,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,830,364 | CurrentTaxYearAmt |
| Total | $18,148,089 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,828,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,848,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,164,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,477,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,830,364 | CurrentTaxYearAmt |
| Total | $18,148,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,500,191 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,647,898 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $940,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $775,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,017,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,053,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $756,624 | CurrentTaxYearAmt |
| Total | $4,544,436 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,692,525 | TotalSupportAmt |
| Public Support CY170 | 0.64549 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64415 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 178 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 912 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,186,034 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,702,880 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,065,036 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,080,087 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $35,454,339 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $70,327,409 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $16,327,298 | BeginningBalanceAmt |
| Additions During Year | $4,859,908 | AdditionsDuringYearAmt |
| Distributions During Year | $1,380,434 | DistributionsDuringYearAmt |
| Ending Balance | $19,806,772 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,316,409 | BeginningYearBalanceAmt |
| Contributions | $1,702,880 | ContributionsAmt |
| Investment Earnings Or Losses | $750,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,080,087 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$871,013 | OtherExpendituresAmt |
| Administrative Expenses | $1,233,651 | AdministrativeExpensesAmt |
| End Year Balance | $70,327,409 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,161,065 | BeginningYearBalanceAmt |
| Contributions | $1,334,682 | ContributionsAmt |
| Investment Earnings Or Losses | $2,535,692 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,130,134 | GrantsOrScholarshipsAmt |
| Other Expenditures | $159,668 | OtherExpendituresAmt |
| Administrative Expenses | $1,425,228 | AdministrativeExpensesAmt |
| End Year Balance | $70,316,409 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,548,518 | BeginningYearBalanceAmt |
| Contributions | $1,615,244 | ContributionsAmt |
| Investment Earnings Or Losses | $5,961,833 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,667,370 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$57,279 | OtherExpendituresAmt |
| Administrative Expenses | $1,354,439 | AdministrativeExpensesAmt |
| End Year Balance | $70,161,065 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,186,045 | BeginningYearBalanceAmt |
| Contributions | $1,201,233 | ContributionsAmt |
| Investment Earnings Or Losses | $8,196,335 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,981,807 | GrantsOrScholarshipsAmt |
| Other Expenditures | $570,176 | OtherExpendituresAmt |
| Administrative Expenses | $1,483,112 | AdministrativeExpensesAmt |
| End Year Balance | $65,548,518 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,333,564 | BeginningYearBalanceAmt |
| Contributions | $1,300,915 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,492,885 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,477,532 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$25,932 | OtherExpendituresAmt |
| Administrative Expenses | $1,503,949 | AdministrativeExpensesAmt |
| End Year Balance | $60,186,045 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.999 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.001 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private Equity | $4,465,351 | F |
| Venture Capital | $4,995,619 | C |
| Private International Equity | $3,155,328 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,616,298 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Split Interest Agreements | $217,290 |
| Economic Relief Note Payable | $233,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $451,190 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,798,425 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,086,439 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$28,345 | OtherRevenueAmt |
| Revenue Not Reported | -$5,114,784 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,913,209 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $150,920 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $150,920 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,064,129 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,726,189 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,726,189 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $150,920 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $150,920 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,877,109 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 1b | Schedule D, Part IV, Line 1b - As part of our agency endowment program, the Foundation holds, administers and manages certain charitable funds established and owned by beneficiary agencies of the Jewish Federation of Greater Hartford and local synagogues as part of a commingled investment pool. These funds are treated as assets and liabilities on the books of the Foundation. |
| Schedule D, Part IV, Line 2b | Schedule D, Part IV, Line 2b - As part of our agency endowment program, the Foundation holds, administers and manages certain charitable funds established and owned by beneficiary agencies of the Jewish Federation of Greater Hartford and local synagogues as part of a commingled investment pool. These funds are treated as assets and liabilities on the books of the Foundation. |
| Schedule D, Part V, Line 4 | Schedule D, Part V, Line 4 - The charitable funds held by the Foundation are used in accordance with the terms of the gift instruments creating them. Unrestricted community funds help meet the most pressing and changing needs of the community. Decisions about the use of unrestricted community funds rest with the Board of Trustees of the Foundation. Grants from these funds are typically awarded through a competitive grant application process in accordance with Foundation grantmaking guidelines. Grants from donor advised funds are generally made upon the recommendation of donors, after review and approval by the Foundation. Twice each year the Foundation distributes a list of selected funding expressed by donors at the time the gifts were made. requests to fund advisors that includes a broad range of charitable projects. These and other funding ideas are made available on the Foundation's website. Distributions from designated funds are made to carry out the charitable intentions expressed by donors at the time the gifts were made. |
| Schedule D, Part X, Line 2 | Schedule D, Part X, Line 2 - The Foundation is classified by the Internal Revenue Service (IRS) as a tax exempt organization exempt from incomes taxes under Section 501(a)(1) of the Internal Revenue Code as a public charity. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The foundation files Federal and State of Connecticut income tax returns for unrelated business income, which represent the major tax jurisdictions of the Foundation. Federal and state tax years 2013 through 2015 remain open under the statutes of limitations. |
| Schedule D, Part XI, Line 2d | Schedule D, Part XI, Line 2d - $4,415 Loss recovery of noncollectable pledges to the Aim Chai Community Campaign; $6,100 change in Cash Surrender value of Life insurance contracts; and $(38,860) Change in the value of Split Interest agreements. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (66 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10000 Degrees | |||||||||||
| 1650 Los Gamos Drive | Suite 120 | San Rafael | CA | 94903 | 953667812 | 501(c)(3) | $24,430 | $0 | book | scholarships | |
| Achievement First | |||||||||||
| 495 Blake Street | New Haven | CT | 06515 | 651203744 | 501(c)(3) | $20,000 | $0 | book | general operating support Hartford schools | ||
| AIDS Connecticut | |||||||||||
| 110 Bartholomew Avenue | Suite 3050 | Hartford | CT | 06106 | 223014883 | 501(c)(3) | $8,000 | $0 | book | general operating support | |
| Allied Jewish Federation of Colorado | |||||||||||
| 300 S Dahlia Street | Suite 300 | Denver | CO | 80246 | 840402662 | 501(c)(3) | $25,000 | $0 | book | PJ Library | |
| American Civil Liberties | |||||||||||
| 125 Broad Street | 18th Floor | New York | NY | 100042400 | 136213516 | 501(c)(3) | $10,000 | $0 | book | general operating support | Union Foundation |
| Anti-Defamation League | |||||||||||
| 1952 Whitney Avenue | Suite 3 | Hamden | CT | 065171209 | 131818723 | 501(c)(3) | $10,400 | $0 | book | general and program support | |
| Bess and Paul Sigel Hebrew Academy | |||||||||||
| 53 Gabb Road | Bloomfield | CT | 06002 | 060665199 | 501(c)(3) | $43,067 | $0 | book | general operating support | ||
| Beth El Temple of West Hartford | |||||||||||
| 2626 Albany Avenue | West Hartford | CT | 061172331 | 060699241 | 501(c)(3) | $81,152 | $0 | book | general operating support | ||
| Chabad House of Greater Hartford | |||||||||||
| 2352 Albany Avenue | West Hartford | CT | 06117 | 061030000 | 501(c)(3) | $14,060 | $0 | book | general and program support | ||
| Charter Oak Cultural Center | |||||||||||
| 21 Charter Oak Avenue | Hartford | CT | 06106 | 061026597 | 501(c)(3) | $197,509 | $0 | book | general program and capital support | ||
| Children and Families First | |||||||||||
| 2005 Baynard Boulevard | Wilmington | DE | 19802 | 510065731 | 501(c)(3) | $10,000 | $0 | book | program support | ||
| Congregation Beth Israel | |||||||||||
| 701 Farmington Avenue | West Hartford | CT | 061191724 | 060692758 | 501(c)(3) | $48,463 | $0 | book | general and program support | ||
| Congregation Kol Haverim | |||||||||||
| 1079 Hebron Avenue | Glastonbury | CT | 060330473 | 222586288 | 501(c)(3) | $8,653 | $0 | book | general and program support | ||
| Connecticut Childrens Medical | |||||||||||
| 282 Washington Street | Hartford | CT | 06106 | 060646755 | 501(c)(3) | $175,985 | $0 | book | general and research support | Center Foundation | |
| Emanuel Synagogue | |||||||||||
| 160 Mohegan Drive | West Hartford | CT | 06117 | 060675032 | 501(c)(3) | $14,957 | $0 | book | general and program support | ||
| Farmington Valley Jewish Congregation | |||||||||||
| 55 Bushy Hill Road | Simsbury | CT | 06070 | 066080265 | 501(c)(3) | $12,000 | $0 | book | general and program support | ||
| Federation Homes Inc | |||||||||||
| 156 Wintonbury Avenue | Bloomfield | CT | 06002 | 061019012 | 501(c)(3) | $20,383 | $0 | book | program support | ||
| Foodshare Inc | |||||||||||
| 450 Woodland Avenue | Bloomfield | CT | 06002 | 222474771 | 501(c)(3) | $12,496 | $0 | book | general operating support | ||
| Grace Academy | |||||||||||
| 277 Main Street | Hartford | CT | 06106 | 271673012 | 501(c)(3) | $10,500 | $0 | book | program and scholarship support | ||
| Hadassah Hartford Chapter | |||||||||||
| 43 Carlyle Road | West Hartford | CT | 06117 | 131656651 | 501(c)(3) | $5,243 | $0 | book | general operating support | ||
| Harold Grinspoon Foundation | |||||||||||
| 67 Hunt Street Suite 100 | Agawam | MA | 01001 | 046685725 | 501(c)(3) | $25,000 | $0 | book | PJ Library | ||
| Hartford Hospital | |||||||||||
| 80 Seymour Street Hartford | Hartford | CT | 061019960 | 060646668 | 501(c)(3) | $6,746 | $0 | book | nursing education and professional development | ||
| Hartford Stage | |||||||||||
| 50 Church Street | Hartford | CT | 06103 | 060790484 | 501(c)(3) | $8,500 | $0 | book | general operating support | ||
| Hartford Symphony Orchestra | |||||||||||
| 166 Capitol Ave | Hartford | CT | 06106 | 060637319 | 501(c)(3) | $5,800 | $0 | book | general operating support | ||
| Hebrew High School of New England | |||||||||||
| 300 Bloomfield Avenue | West Hartford | CT | 06117 | 061455973 | 501(c)(3) | $249,722 | $0 | book | general program and capital support | ||
| Hebrew Senior Care | |||||||||||
| One Abrahms Boulevard | West Hartford | CT | 061171525 | 060646672 | 501(c)(3) | $467,354 | $0 | book | general program and capital support | ||
| Hillel The Berman Jewish University | |||||||||||
| 4607 Forbes Avenue | Pittsburgh | PA | 15213 | 256065236 | 501(c)(3) | $6,000 | $0 | book | general and program support | Center of Pittsburgh | |
| Jewish Association for Community Living | |||||||||||
| 900 Asylum Avenue | Hartford | CT | 06105 | 061068312 | 501(c)(3) | $61,572 | $0 | book | general and program support | ||
| Jewish Family Services of | |||||||||||
| 333 Bloomfield Avenue | Suite A | West Hartford | CT | 06117 | 060653062 | 501(c)(3) | $232,614 | $0 | book | general program and capital support | Greater Hartford |
| Jewish Federation of Greater Hartford | |||||||||||
| 333 Bloomfield Avenue | Suite C | West Hartford | CT | 06117 | 060655482 | 501(c)(3) | $1,298,639 | $0 | book | general program and capital support | |
| Jewish Federation of Greater Portland | |||||||||||
| 6680 SW Capitol Highway | Portland | OR | 97219 | 930386825 | 501(c)(3) | $20,000 | $0 | book | PJ Library | ||
| Jewish Federation of Greater Washington | |||||||||||
| 6101 Executive Blvd | North Bethesda | MD | 20852 | 530212445 | 501(c)(3) | $10,000 | $0 | book | general operating support | ||
| Jewish Federation of the Berkshires | |||||||||||
| 196 South Street | Pittsfield | MA | 01201 | 042131409 | 501(c)(3) | $9,500 | $0 | book | general and program support | ||
| Jewish Historical Society of | |||||||||||
| 333 Bloomfield Avenue | Suite B | West Hartford | CT | 06117 | 061217339 | 501(c)(3) | $46,903 | $0 | book | general and program support | Greater Hartford |
| Jewish Social Service Agency | |||||||||||
| 200 Wood Hill Road | Rockville | MD | 20850 | 530196598 | 501(c)(3) | $15,000 | $0 | book | program support | ||
| Jewish Teen Learning Connection | |||||||||||
| 333 Bloomfield Avenue | Suite C | West Hartford | CT | 06117 | 061329245 | 501(c)(3) | $12,074 | $0 | book | general and program support | |
| JFACT Fund Inc | |||||||||||
| 40 Woodland Street | Hartford | CT | 06105 | 061491945 | 501(c)(3) | $21,526 | $0 | book | general and program support | ||
| Kingswood-Oxford School | |||||||||||
| 170 Kingswood Road | West Hartford | CT | 06119 | 060646688 | 501(c)(3) | $25,700 | $0 | book | general support and scholarships | ||
| Mandell Jewish Community Center | |||||||||||
| 335 Bloomfield Avenue | West Hartford | CT | 06117 | 060662142 | 501(c)(3) | $187,043 | $0 | book | general program and capital support | ||
| Maurice Greenberg Center | |||||||||||
| 200 Bloomfield Avenue | West Hartford | CT | 061171599 | 060731360 | 501(c)(3) | $8,536 | $0 | book | general and program support | for Judaic Studies | |
| National Philanthropic Trust | |||||||||||
| 165 Township Line Road | Suite 1200 | Jenkintown | PA | 19046 | 237825575 | 501(c)(3) | $10,000 | $0 | book | World Jewish Relief Ukraine assistance | |
| Nutmeg Big Brothers-Big Sister | |||||||||||
| 30 Laurel Street | Hartford | CT | 06106 | 060850379 | 501(c)(3) | $45,500 | $0 | book | general operating support | ||
| OneTable | |||||||||||
| 79 Madison Avenue | FL 8 | New York | NY | 10016 | 464715368 | 501(c)(3) | $6,000 | $0 | book | OneTable Hartford | |
| PEF Israel Endowment Funds Inc | |||||||||||
| 630 Third Avenue | Suite 1501 | New York | NY | 10017 | 136104086 | 501(c)(3) | $9,000 | $0 | book | Jerusalem Hills Therapeutic Centers | |
| Reconstructing Judaism | |||||||||||
| 1299 Church Road | Wyncote | PA | 19095 | 231710675 | 501(c)(3) | $35,000 | $0 | book | Rabbinic Entrepreneurship Initiative | ||
| Saint Francis Hospital and | |||||||||||
| 95 Woodland Street | Hartford | CT | 061051299 | 061008255 | 501(c)(3) | $6,000 | $0 | book | general operating support | Medical Center Foundation Inc | |
| Solomon Schechter Day School | |||||||||||
| 26 Buena Vista Road | West Hartford | CT | 06107 | 060873657 | 501(c)(3) | $124,241 | $0 | book | general program and capital support | of Greater Hartford | |
| Temple Bnai Abraham | |||||||||||
| PO Box 745 | Meriden | CT | 06450 | 060719649 | 501(c)(3) | $44,370 | $0 | book | general program and capital support | ||
| Temple Chai | |||||||||||
| 4645 East Marilyn Road | Phoenix | AZ | 85032 | 942381671 | 501(c)(3) | $7,500 | $0 | book | general operating support | ||
| Temple Sinai | |||||||||||
| 41 West Hartford Road | Newington | CT | 06111 | 066011131 | 501(c)(3) | $8,264 | $0 | book | general program and capital support | ||
| Temple Sinai Brookline | |||||||||||
| 50 Sewall Avenue | Brookline | MA | 02446 | 042123667 | 501(c)(3) | $9,790 | $0 | book | general and program support | ||
| The Bridge Family Center Inc | |||||||||||
| 1022 Farmington Avenue | West Hartford | CT | 06107 | 237013563 | 501(c)(3) | $6,000 | $0 | book | general and program support | ||
| The Brigid Alliance | |||||||||||
| PO Box 58 | Planetarium Station | New York | NY | 10024 | 823843989 | 501(c)(3) | $10,000 | $0 | book | general operating support | |
| The Hole in the Wall Gang Camp | |||||||||||
| 555 Long Wharf Drive | New Haven | CT | 06511 | 061157655 | 501(c)(3) | $7,500 | $0 | book | general operating support | ||
| The Loomis Chaffee School | |||||||||||
| 4 Batchelder Road | Windsor | CT | 06095 | 060653119 | 501(c)(3) | $56,000 | $0 | book | general support and scholarships | ||
| Trinity College | |||||||||||
| 300 Summit Street | Room TC243 | Hartford | CT | 06106 | 060646927 | 501(c)(3) | $5,907 | $0 | book | program support | |
| Trinity College Hillel | |||||||||||
| 74 Vernon Street | Hartford | CT | 06106 | 521844823 | 501(c)(3) | $15,705 | $0 | book | general and program support | ||
| United Synagogue of Hoboken | |||||||||||
| 115 Park Avenue | Hoboken | NJ | 07030 | 237305931 | 501(c)(3) | $10,000 | $0 | book | program support | ||
| Universities Allied | |||||||||||
| 641 S Street NW | Washington | DC | 20001 | 010833168 | 501(c)(3) | $10,000 | $0 | book | general operating support | for Essential Medicines | |
| University of Connecticut Foundation | |||||||||||
| 2390 Alumni Drive | Unit 3206 | Storrs | CT | 06269 | 066070722 | 501(c)(3) | $64,000 | $0 | book | program support and scholarships | |
| University of Connecticut Hillel | |||||||||||
| 54 N Eagleville Road | Storrs | CT | 06268 | 066071635 | 501(c)(3) | $26,261 | $0 | book | general operating support | ||
| University of Hartford Hillel | |||||||||||
| 200 Bloomfield Avenue | West Hartford | CT | 06117 | 060731360 | 501(c)(3) | $10,863 | $0 | book | general operating support | ||
| University of Pennsylvania | |||||||||||
| 2929 Walnut Street | Suite 300 | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | $6,150 | $0 | book | general support and scholarships | The Penn Fund |
| Voices of Hope | |||||||||||
| 20 Waterside Drive | Suite 100 | Farmington | CT | 06032 | 814736138 | 501(c)(3) | $16,877 | $0 | book | general and program support | |
| Watkinson School | |||||||||||
| 180 Bloomfield Avenue | Hartford | CT | 061051096 | 060655136 | 501(c)(3) | $7,350 | $0 | book | general support and scholarships | ||
| Yale University School | |||||||||||
| Box 7611 | New Haven | CT | 065190611 | 060646973 | 501(c)(3) | $50,000 | $0 | book | spinal cord research | of Medicine | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 66 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| Schedule I, Part III - Grants for scholarships are paid directly to the institution the student is attending. Payment of scholarship awards is conditioned upon proof of enrollment and, where appropriate, receipt of a transcript for the most recently completed semester, as well as satisfaction of other ongoing qualifications for the scholarship. | 39 | $114,600 | $0 | Cash |
| Israel Scholarships | 8 | $48,000 | $0 | Cash |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, Line 2 - The Foundation has established processes to monitor grants to ensure that they are used for proper purposes and are not otherwise diverted from their intended use. The processes vary somewhat based on the source of the grant funds. Unrestricted community funds. Once a discretionary grant from unrestricted funds is approved, a letter agreement, outlining the terms and conditions of the grant, is sent to the grant recipient. It must be signed by the chief executive officer and volunteer head of the recipient's governing board. These grants are approved on the basis of a proposal as submitted The recipient of any grant from the Foundation must agree to use the funds awarded for the specific project and in accordance with the budget submitted as part of the grant application. Grant funds are disbursed upon presentation of paid invoices accompanied by the Foundation's Grant Payment Request Form. The Foundation requires periodic progress reports until the completion of the project, and funding may be withheld if the recipient fails to make progress towards the intended project goals. The Foundation also requires the submission of a final report on the grant, which includes a detailed accounting of how the funds were expended compared to the original budget. Any requests for a modification in use of funds must be submitted in writing to the Foundation for approval in advance. Funds not used in the manner specified in the letter agreement, project, may be retained by the Foundation or be approved for reallocation by the Foundation. Grants awarded but unpaid are cancelled. The grant recipient must agree to notify the Foundation of any change in its exempt status and any change that may be proposed by the IRS. Donor advised funds. Foundation staff reviews all grant recommendations and follows additional due diligence procedures to assure that grants are made to qualified charities for proper purposes and impermissible material benefits to donors are not present. Grant recommendations are processed and approved or denied in accordance with the Foundation's Donor Advised Fund Guidelines. All grants from donor advised funds are reported to the Board of Trustees on a quarterly basis. Grants to qualified charities made for general operating support are paid once the grant has been approved. Grants to qualified charities made for specific projects are paid after the recipients demonstrate that the funded project was completed and submit paid invoices accompanied by the Foundation's Grant Payment Request Form. Grants awarded but unpaid are cancelled. Designated Funds. Grants from designated funds are paid to qualified charities in accordance with the terms of the applicable gift instruments. Foundation staff confirms the tax exempt status and legal existence of charitable beneficiaries of grants before grants are paid to them. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACOB A SCHREIBER | ||||||||||||||
| PRESIDENT AND CEO | $214,200 | $0 | $0 | $0 | $0 | $0 | $700 | $0 | $21,808 | $0 | $236,708 | $0 | $0 | $0 |
| Michael Elfenbaum | ||||||||||||||
| Vice President Grants Programs | $108,000 | $0 | $0 | $0 | $0 | $0 | $4,176 | $0 | $843 | $0 | $113,019 | $0 | $0 | $0 |
| Kathryn L Gonnerman | ||||||||||||||
| Vice President Development | $125,000 | $0 | $0 | $0 | $0 | $0 | $2,990 | $0 | $4,793 | $0 | $132,783 | $0 | $0 | $0 |
| Susan Lotreck | ||||||||||||||
| Vice President Operations | $100,856 | $0 | $0 | $0 | $0 | $0 | $4,518 | $0 | $828 | $0 | $106,202 | $0 | $0 | $0 |
| RHONA H MORGAN | ||||||||||||||
| VICE PRESIDENT FINANCE | $159,853 | $0 | $0 | $0 | $0 | $0 | $6,293 | $0 | $20,738 | $0 | $186,884 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Schedule J, Part I, Line 1a - Annual Membership in a Social Club |
| Schedule J, Part I, Line 3 | Schedule J, Part I, Line 3 - The Foundation has adopted a policy for setting the compensation for its chief executive, officers, and "key employees." The policy is designed to ensure that the Foundation's executive compensation arrangements are reasonable. It includes three key components: (1) review and approval of compensation by a committee designated by the Board of Trustees, provided that persons with conflicts of interest are not involved in this review or approval; (2) use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations; and (3) contemporaneous documentation and record keeping with respect to the deliberations and decisions. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $538,275 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG MKT VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Form 990, Part VI, Section B, Line 11b - A draft IRS Form 990 prepared by the Foundation's VP Finance with input from the President, was distributed to the Audit Committee and the Foundation's independent auditors for review and comment. Suggested changes were then incorporated and a final Form 990 was distributed as a PDF document by email to the Board of Trustees for review prior to submission to the IRS. |
| Form 990, Part VI, Section B, Line 12c | Form 990, Part VI, Section B, Line 12c - The Foundation has adopted a code of ethics and conflict of interest policy that: (1) defines conflicts of interest; (2) defines individuals within the Foundation covered by the policy; (3) facilitates disclosure of information that may help identify conflicts of interest and potential conflicts; and (4) specifies procedures to be followed in managing conflicts of interest. Each year the Foundation distributes its Code of Ethics and Conflict of Interest Policy to its Board of Trustees, members of its Audit, Budget and Finance, Investment and Grants Committees and staff, along with an annual disclosure statement. The completed statements are collected and kept in a locked file. It is the responsibility of Trustees, committee members, staff and members of their families associated with the Foundation to be alert to situations in which a conflict of interest could arise. The Foundations conflict of interest policy requires disclosure of financial and other interests prior to any discussion of the matter under consideration and mandates abstention from decision-making actions when a potential for conflict exists. The Board or committee whose member may have a conflict has the right to review and discuss the matter of a conflict or potential without the affected individual being present. Trustees and committee members who believe that someone may have violated the Foundation's conflict of interest policy are directed to express their concern to the Chair of the Audit Committee or to the Chair of the Board of Trustees. Staff would report the issue to the Foundation's President. Steps would then be taken to determine whether a conflict or the potential for conflict exists, and whether to: (1) take no action; (2) assure full disclosure to the Board, committee or others; (3) ask the individual to recuse him/herself from participation in discussions or decision making concerning the matter at hand; or (4) ask the individual to resign from his or her position or, if the individual refuses to resign, become subject to possible removal in accordance with the Foundation's bylaws. The Foundation's President and Vice President Finance monitor proposed and ongoing transactions for conflicts of interest and would disclose them to the Chair of the Audit Committee and Chair of the Board of Trustees in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred. |
| Form 990, Part VI, Section B, Line 15 | Form 990, Part VI, Section B, Line 15 - The Foundation has adopted a policy for setting the compensation for its chief executive, officers, and "key employees." The policy is designed to ensure that the Foundation's executive compensation arrangements are reasonable. It includes three key components: (1) review and approval of compensation by a committee designated by the Board of Trustees, provided that persons with conflicts of interest are not involved in their review or approval; (2) use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations; and (3) contemporaneous documentation and record keeping with respect to the deliberations and decisions. |
| Form 990, Part VI, Section C, Line 19 | Form 990, Part VI, Section C, Line 19 - The Foundation publishes its audited statements on its website. The Foundations Certificate of Incorporation is available through the office of the Secretary of the State of Connecticut. Its code of ethics and conflict of interest policy and bylaws are published on our website. |
| Form 990, Part XI, Line 9 | Form 990, Part XI, Line 9 - Form 990 Part XI, Line 9 -Change in Split Interest Agreements ($38,860), Liabilities under trusts held by others ($417,224) and Net assets released from Restrictions. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The IRS approved the Foundation's request (Form 8868) for an automatic extension to May 15, 2021. | ExplanationTxt |
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